Anic Equity¶
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Total return since start: 0.627 %¶
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Equity now: -----------------------------> 49712.0 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 45650.79 Kr¶
PnL: ---------------------------------------> 594.79 Kr¶
DD now: ---------------------------------> -6.416 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-04 16:45:32.161609'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | 0.540000 | 1669.860000 | 200.860000 | 13.670000 | 1468.999998 |
| Sedana Medical | 93 | 4.200000 | 2676.540000 | 155.540000 | 6.170000 | 2521.000011 |
| Orrön Energy | 180 | 6.480000 | 2189.700000 | 146.700000 | 7.180000 | 2043.000000 |
| Atrium Ljungberg B | 5 | 4.410000 | 994.500000 | 59.500000 | 6.360000 | 935.000000 |
| Platzer Fastigheter Holding B | 12 | 4.950000 | 1017.600000 | 56.600000 | 5.890000 | 960.999996 |
| JM | 6 | 3.550000 | 909.000000 | 45.000000 | 5.210000 | 864.000000 |
| Catena | 2 | 4.080000 | 836.000000 | 44.000000 | 5.560000 | 792.000000 |
| Sagax B | 4 | 3.600000 | 898.000000 | 44.000000 | 5.150000 | 854.000000 |
| Hoist Finance | 35 | 1.740000 | 1022.000000 | 42.000000 | 4.290000 | 980.000000 |
| Sagax A | 4 | 4.190000 | 896.000000 | 42.000000 | 4.920000 | 854.000000 |
| VEF | 909 | 3.700000 | 1885.270000 | 35.270000 | 1.910000 | 1850.000436 |
| Hexatronic Group | 12 | 3.250000 | 999.600000 | 32.600000 | 3.370000 | 966.999996 |
| BioGaia B | 8 | 1.800000 | 951.200000 | 21.200000 | 2.280000 | 930.000000 |
| Biotage | 7 | 1.630000 | 958.300000 | 17.300000 | 1.840000 | 940.999997 |
| Bilia A | 8 | 1.510000 | 913.600000 | 13.600000 | 1.510000 | 900.000000 |
| Byggmax Group | 33 | 1.660000 | 968.880000 | 12.880000 | 1.350000 | 956.000001 |
| Gränges | 9 | 1.360000 | 940.500000 | 12.500000 | 1.350000 | 927.999999 |
| Clas Ohlson B | 12 | 0.920000 | 983.400000 | 10.400000 | 1.070000 | 972.999996 |
| HEXPOL B | 9 | -0.090000 | 1026.900000 | 5.900000 | 0.580000 | 1020.999996 |
| EQT | 4 | 1.110000 | 837.200000 | 5.200000 | 0.630000 | 832.000000 |
| OX2 | 13 | 1.310000 | 952.900000 | 2.900000 | 0.310000 | 949.999999 |
| AcadeMedia | 8 | 0.800000 | 404.000000 | 2.000000 | 0.500000 | 402.000000 |
| ASSA ABLOY B | 3 | 0.270000 | 777.900000 | -1.100000 | -0.140000 | 779.000001 |
| Nordic Waterproofing Holding | 7 | 1.190000 | 954.800000 | -12.200000 | -1.260000 | 966.999999 |
| Alimak Group | 11 | -0.240000 | 915.200000 | -12.800000 | -1.380000 | 927.999996 |
| Creaspac SPAC | 39 | 0.210000 | 3705.000000 | -13.000000 | -0.350000 | 3717.999987 |
| Addnode Group B | 11 | 0.000000 | 901.450000 | -19.550000 | -2.120000 | 921.000003 |
| SKF B | 5 | -1.370000 | 919.250000 | -20.750000 | -2.210000 | 940.000000 |
| Hexagon B | 26 | 1.380000 | 3437.200000 | -23.800000 | -0.690000 | 3461.000010 |
| Vitec Software Group B | 2 | 1.920000 | 1062.000000 | -25.000000 | -2.300000 | 1087.000000 |
| Indutrade | 5 | 2.410000 | 1189.000000 | -29.000000 | -2.380000 | 1218.000000 |
| Latour B | 4 | 0.000000 | 818.000000 | -39.000000 | -4.550000 | 857.000000 |
| Bufab | 3 | -0.630000 | 1046.400000 | -62.600000 | -5.640000 | 1109.000001 |
| INVISIO | 16 | 0.670000 | 3624.000000 | -65.000000 | -1.760000 | 3689.000000 |
| BHG Group | 97 | 1.070000 | 1369.640000 | -89.360000 | -6.120000 | 1458.999989 |
| TOTAL | 45650.790000 | 594.790000 | -6.41628% | 45056.000411 |
Updated:¶
'2023-07-04 16:45:49.443090'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
